• Iran's Breaking Point, Trump's Greenland Acquisition, Solving Energy Costs, Billionaire Tax Backlash
    Jan 17 2026

    (0:00) Bestie intros!

    (4:18) Iran's breaking point: regime change coming?

    (14:28) Solving energy prices: Microsoft first hyperscaler to "pay its own way" and subsidize residential electric costs

    (31:18) OpenAI's compute deal with Cerebras, the renaissance in decode silicon

    (35:09) Billionaire backlash in California: Wealth Tax exodus

    (56:13) Greenland acquisition: Why it's crucial

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit

    https://x.com/TheZachEffect

    Referenced in the show:

    https://polymarket.com/event/khamenei-out-as-supreme-leader-of-iran-by-january-31

    https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026

    https://home.treasury.gov/news/press-releases/sb0364

    https://truthsocial.com/@realDonaldTrump/posts/115884759090137876

    https://www.ft.com/content/3f392c9b-c07d-42f5-b000-0a7347ad1ec0

    https://www.wsj.com/tech/ai/openai-forges-multibillion-dollar-computing-partnership-with-cerebras-746a20e4

    https://www.theinformation.com/briefings/openai-signs-compute-deal-worth-least-10-billion-chipmaker-cerebras?rc=f8fu8f

    https://x.com/chamath/status/2011486582386106387

    https://x.com/friedberg/status/2011703965143220457

    https://x.com/chamath/status/2011197387830935777

    https://polymarket.com/event/will-trump-acquire-greenland-before-2027

    https://x.com/chamath/status/2011197387830935777

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    1 hr and 11 mins
  • Can We Trust the FDA? Marty Makary on Science, Power & Patients
    Jan 15 2026

    (0:00) Friedberg intros FDA Commissioner Marty Makary

    (3:21) Inside the 42 major FDA reforms in 10 months

    (7:51) The China Race: Winning back biotech leadership

    (13:14) Accelerating drug approvals safely, how to cut down on clinical trial timelines

    (33:13) Reshaping the failed Food Pyramid

    (41:29) GLP-1s and America's Obesity Epidemic

    (49:54) Rethinking vaccines from first principles

    (59:40) Lowering drug prices, the power of AI for healthcare

    (1:18:57) What causes autism?

    Follow Marty Makary:

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

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    1 hr and 30 mins
  • Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism
    Jan 13 2026

    (0:00) David Friedberg introduces Adam Carolla!

    (1:32) Palisades Fire one year out: the rebuilding crisis in LA

    (7:39) Gyno-fascism and safety culture

    (15:49) Media bias and gender dynamics

    (28:51) DEI, Hollywood's transformation, socialism, "safe spaces and octagons"

    (36:14) Is America living through the "Hard times make strong men" adage? Can two Americas coexist?

    (51:23) Who should be California's next governor?

    (58:04) Big Tech, AI, and the 2028 Election

    When you need a partner trusted by millions, there's one platform for all business - PayPal Open.

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    Follow Adam:

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

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    1 hr and 10 mins
  • All-In's 2026 Predictions
    Jan 10 2026

    (0:00) California exodus, asset seizure tax, Besties to Austin?

    (12:27) Biggest Political Winner

    (17:45) Biggest Political Loser

    (32:15) Biggest Business Winner

    (40:51) Biggest Business Loser

    (49:34) Biggest Business Deal

    (56:15) Most Contrarian Belief

    (1:03:05) Best Performing Asset

    (1:08:02) Worst Performing Asset

    (1:15:17) Most Anticipated Trend

    (1:21:18) Most Anticipated Media

    Follow the besties:

    https://x.com/chamath

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    https://x.com/friedberg

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    Follow on LinkedIn:

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Referenced in the show:

    https://x.com/reidhoffman/status/2009015043258552670

    https://www.nytimes.com/2026/01/09/technology/google-founders-california-wealth-tax.html

    https://x.com/Daily_MailUS/status/2008903817341931618

    https://fasterplease.substack.com/p/ai-and-the-radiologist-apocalypse

    https://www.tipranks.com/news/atlanta-fed-doubles-q4-gdp-estimate-to-5-4-as-trade-deficit-plunges

    https://www.wsj.com/business/autos/the-160-000-mechanic-job-that-ford-cant-fill-fe6fd121

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    1 hr and 31 mins
  • Howard Lutnick: How America Can Hit 6% GDP Growth in 2026
    Jan 9 2026

    (0:00) Commerce Secretary Howard Lutnick tells a hilarious Air Force One story

    (2:24) Chamath intros Secretary Lutnick

    (7:28) Full scope of the Commerce Department

    (12:59) How Trump's tariff agenda was planned and executed, how it's going

    (19:50) US-Japan trade deal, China's chaos-to-prowess strategy

    (36:54) Why the India deal has not yet happened

    (43:48) Pharma deals, lowering costs for Americans

    (53:28) Focus on fraud, immigration, gold cards

    (1:03:48) GDP: Could we see 5 or 6% growth in 2026?

    (1:11:49) How the Trump Admin revamped the CHIPS Act, Nvidia deal

    Follow Secretary Lutnick:

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    https://x.com/chamath

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    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

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    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

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    1 hr and 27 mins
  • Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026
    Jan 8 2026

    (0:00) Guest intros: Jasons introduces Bob Sternfels (McKinsey) and Hemant Taneja (General Catalyst)

    (2:52) The pace of innovation and why VC's are buying hospitals

    (9:30) CFOs vs CIOs and unlocking growth

    (20:46) The job market and why graduates aren't getting hired

    (27:33) Why education is broken

    (40:03) Tech time capsule

    Follow Hemant Taneja:

    https://x.com/htaneja

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    https://www.linkedin.com/in/bob-sternfels

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    https://x.com/chamath

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    Follow on X:

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    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

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    51 mins
  • Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal
    Dec 31 2025
    (0:00) Bestie intros! Nick Shirley joins the show to discuss his recent investigation on potential daycare fraud in Minnesota (3:32) Nick's background, how he got into investigative reporting and YouTube, independence, finding this story (16:36) Why this fraud story is resonating, why the national press initially avoided it (30:08) Future plans, California, possible Al-Shabaab connection, how high up does Minnesota's fraud go? (49:15) What the scale of fraud means for America, Minnesota's future, potential patronage scheme (1:09:06) CA's wealth tax: normalizing the seizure of private property (1:33:56) Chamath breaks down the $20B Groq-Nvidia deal Follow Nick Shirley: https://x.com/nickshirleyy Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/nickshirleyy/status/2004642794862961123 https://www.startribune.com/prosecutors-charge-5-people-in-a-minnesota-housing-fraud-scheme/601548944 https://www.nytimes.com/2025/11/29/us/fraud-minnesota-somali.html https://www.fox9.com/news/fraud-minnesota-detailing-nearly-1-billion-schemes https://x.com/EricLDaugh/status/2005410646603473256 https://x.com/kevinkileyca/status/2006053056660541840 https://x.com/chamath/status/2006087862492582084 https://x.com/C_3C_3/status/2005722313795440956 https://x.com/OliLondonTV/status/2005988021946999166 https://x.com/tomhennessey69/status/2005556784228909441 https://x.com/WallStreetApes/status/2005849513676923358 https://x.com/MarioNawfal/status/2005179409465299219 https://dcyf.mn.gov/programs-directory/child-care-assistance-program https://x.com/susancrabtree/status/2006079778873565541 https://x.com/chamath/status/2005386348169953607 https://x.com/aaronburnett/status/2003874734661161064 https://newsletter.amuseonx.com/p/the-somali-patronage-system-has-taken https://x.com/realdailywire/status/2006122428196442388 https://x.com/rightanglenews/status/2006375449404866720 https://www.auditor.ca.gov/reports/2025-601/
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    1 hr and 43 mins
  • All-In x Kill Tony: A Hilarious Holiday Special
    Dec 24 2025

    (0:00) Intro!

    (2:47) Tony Hinchcliffe roasts the Besties

    (15:01) Interview: Kill Tony success, MSG rally, origin story, free speech in Europe

    (36:03) The Besties play Kill Tony!

    (50:14) The 2025 Bestie Awards: Business, Politics, Tech, and more

    Thanks to our partners for making this happen!

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    Follow Tony:

    https://www.youtube.com/@killtony

    https://x.com/TonyHinchcliffe

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

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    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

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    1 hr and 18 mins